What to expect

What to expect at your meeting

While each individual has their own needs, and goals, in order to get there, there is a process.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. 

After we establish what your goals are and your individual situation, we will want to gather data to hohn in on where you are now with your goal(s). We may ask you to bring in statements from your current policies and/or investments, tax statements, employee handbook, your spending plan (or assist you with one), and other documents that might be relevant to you and your goals. We will then evaluate your current financial situation with what your goals are. We will work with you on putting together a financial plan. How detailed that plan is will depend on your situation and goals. 

Our committment to you does not end there. We will continue to review with you your investments, insurance and overall plan adjusting as needed along the way.